知微
ae35631208
fix: per_stock_reassess 现在支持自选股(不在decisions.json)触发的重评 - 不在decisions_map的code→查watchlist_stocks表构建entry - 重评完成后同步回watchlist_stocks表 - is_watchlist=True传给reassess_strategy确保正确分类 fix: stale_detector的[AUTO_REASSESS]路径现在能真正触发自选股重评 - 价格偏离买入区中心>15%→触发per_stock_reassess - 结果写回DB watchlist_stocks表+decisions.json feat: 000850华茂股份完整9维分析 - 横: 大盘偏弱但个股独立/纺织板块/金融资产折价 - 纵: PE72.79虚高(被金融收益摊薄)/PB0.80破净(安全垫) - 消息面: 7/16临时股东会催化 - 技术面: MA5>MA10>MA20多头初成/缩量回踩健康 - 资金流: 量比1.21放量上攻后缩量回踩(正常) - 买入区3.70~3.90现价3.81在区内→策略有效维持 - 止损3.50/止盈4.30/RR=1.6
222 lines
10 KiB
Python
222 lines
10 KiB
Python
#!/usr/bin/env python3
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"""
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per_stock_reassess.py — 按个股触发重评
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对每只传进来的 code 执行 reassess_strategy()，然后只更新
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decisions.json 中对应的那一条记录。不碰 portfolio.json，不跑全量。
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"""
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import sys, json, os, re
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sys.path.insert(0, "/home/hmo/web-dashboard")
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sys.path.insert(0, "/home/hmo/MoFin")
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from strategy_lifecycle import reassess_with_context as reassess_strategy
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from mo_data import read_decisions, read_portfolio
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DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
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def main():
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codes = [a for a in sys.argv[1:] if not a.startswith("-")]
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if not codes:
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print("[FULL] 无指定编码，跑全量 regenerate_all()")
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from strategy_lifecycle import regenerate_all
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regenerate_all(stdout=False)
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print("[FULL] 全量重评完成")
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return
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# 读现有 decisions
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raw = read_decisions()
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decisions_map = {d["code"]: d for d in raw.get("decisions", []) if d.get("code")}
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ok = 0
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errors = 0
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skipped = 0
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for code in codes:
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entry = decisions_map.get(code)
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if not entry:
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# 可能是不在 decisions.json 的自选股 → 从 DB watchlist_stocks 构建entry
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import sqlite3
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_db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
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_db.row_factory = sqlite3.Row
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_wl = _db.execute("SELECT * FROM watchlist_stocks WHERE code=? AND is_active=1", (code,)).fetchone()
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_db.close()
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if _wl:
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entry = {
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"code": code,
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"name": _wl["name"],
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"price": _wl["price"] or 0,
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"cost": 0,
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"shares": 0,
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"entry_low": _wl["entry_low"] or 0,
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"entry_high": _wl["entry_high"] or 0,
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"stop_loss": _wl["stop_loss"] or 0,
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"take_profit": 0,
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"action": "",
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"type": "自选策略",
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"is_watchlist": True,
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"analysis": json.loads(_wl["analysis_json"]) if _wl["analysis_json"] else {}
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}
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print(f"[WL] {code} {_wl['name']}: 从自选表构建entry")
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if not entry:
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print(f"[SKIP] {code}: 不在 decisions.json 或 watchlist_stocks 中")
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errors += 1
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continue
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try:
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# Always fetch live price for accurate reassessment
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price = 0
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try:
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# 价格从 DB 读取（price_monitor 每2分钟更新，唯一价格入口）
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code_raw = entry.get("code", "")
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price = 0
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import sqlite3
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db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
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db.row_factory = sqlite3.Row
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row = db.execute("SELECT price FROM holdings WHERE code=? AND is_active=1", (code_raw,)).fetchone()
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if not row:
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row = db.execute("SELECT price FROM watchlist_stocks WHERE code=? AND is_active=1", (code_raw,)).fetchone()
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if not row:
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row = db.execute("SELECT price FROM holding_strategies WHERE code=? AND status='active' ORDER BY updated_at DESC LIMIT 1", (code_raw,)).fetchone()
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if row:
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price = row['price'] or 0
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db.close()
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if price > 0:
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print(f" 实时价: {price} (来自DB)")
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else:
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# fallback to portfolio.json
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_pf_data = read_portfolio()
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for _h in _pf_data.get("holdings", []):
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if _h["code"] == code_raw:
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price = float(_h.get("price", 0))
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break
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if price <= 0:
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price = entry.get("current_price") or entry.get("price") or 0
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except Exception as e:
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print(f" 价格获取失败: {e}", file=sys.stderr)
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price = entry.get("current_price") or entry.get("price") or 0
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# Price diff debounce: skip reassessment if price changed < 1% since last update
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last_price = entry.get("last_reassessed_price", 0)
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if last_price > 0 and price > 0:
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diff_pct = abs(price - last_price) / last_price * 100
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if diff_pct < 1.0:
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print(f" 价差仅{diff_pct:.2f}% (<1%)，跳过重评（上次价={last_price}，现价={price}）")
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skipped += 1
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continue
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result = reassess_strategy(
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code=code,
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name=entry.get("name", ""),
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price=price,
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cost=entry.get("cost", 0),
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shares=entry.get("shares", 0),
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current_action=entry.get("action", ""),
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is_watchlist=entry.get("type", "") in ("自选策略", "watchlist"),
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)
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if result and result.get("action"):
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# 持仓股止损不下移（移动止损规则）：已有仓位的止损只上不下
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is_held = entry.get("cost", 0) > 0 and entry.get("shares", 0) > 0 and \
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entry.get("type", "") not in ("自选策略", "watchlist")
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old_stop = entry.get("stop_loss", 0)
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new_stop = result.get("stop_loss", 0)
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if is_held and old_stop > 0 and new_stop > 0 and new_stop < old_stop:
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print(f" 移动止损保护: {new_stop}→保持{old_stop} (持仓止损不下移)")
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result["stop_loss"] = old_stop
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# 同时更新 action 字符串中的止损值
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act = result.get("action", "")
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if act:
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act = re.sub(r'止损[\d.]+', f'止损{old_stop}', act)
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result["action"] = act
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# 更新 decisions_map 中对应的条目
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updated = entry.copy()
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# 币种标记：HK股保留HKD原始值，A股为CNY
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is_hk = len(str(code)) == 5 and str(code)[0] in '01'
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updated.update({
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"action": result["action"],
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"stop_loss": result.get("stop_loss", entry.get("stop_loss")),
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"entry_low": result.get("entry_low", entry.get("entry_low")),
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"entry_high": result.get("entry_high", entry.get("entry_high")),
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"take_profit": result.get("take_profit"),
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"tech_snapshot": result.get("tech_snapshot", entry.get("tech_snapshot")),
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"timing_signal": result.get("timing_signal", entry.get("timing_signal")),
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"rr_ratio": result.get("rr_ratio", entry.get("rr_ratio", 0)),
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"status": result.get("status", "updated"),
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"price": price,
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"currency": "HKD" if is_hk else "CNY",
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})
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# Save last reassessed price for debounce tracking
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updated["last_reassessed_price"] = price
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decisions_map[code] = updated
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# ——— 初始化多分支策略树 ———
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try:
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sys.path.insert(0, '/home/hmo/MoFin')
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from strategy_tree import init_default_branches
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branches = init_default_branches(
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code,
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entry.get('name', ''),
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result.get('entry_low', 0),
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result.get('entry_high', 0),
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result.get('stop_loss', 0),
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result.get('take_profit', 0),
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)
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st = updated.setdefault('strategy_tree', {})
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st['branches'] = branches
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except Exception:
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pass
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print(f"[OK] {code} {entry.get('name','')}: {result['action'][:80]}")
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ok += 1
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else:
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print(f"[SYNCED] {code}: 无变更")
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ok += 1
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except Exception as e:
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print(f"[ERROR] {code}: {e}", file=sys.stderr)
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errors += 1
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# 写回 decisions.json（只更新被修改的那条，其余保留原样）
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raw["decisions"] = list(decisions_map.values())
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raw["total"] = len(raw["decisions"])
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from datetime import datetime
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raw["regenerated_at"] = datetime.now().strftime("%Y-%m-%d %H:%M")
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with open(DECISIONS_PATH, "w") as f:
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json.dump(raw, f, ensure_ascii=False, indent=2)
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# 同步自选股更新回 watchlist_stocks 表
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try:
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import sqlite3
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_db2 = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
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for _code in codes:
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_entry = decisions_map.get(_code)
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if _entry and _entry.get("is_watchlist"):
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_db2.execute("""
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UPDATE watchlist_stocks
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SET entry_low=?, entry_high=?, stop_loss=?, price=?,
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analysis_json=json(?)
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WHERE code=? AND is_active=1
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""", (
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_entry.get("entry_low", 0),
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_entry.get("entry_high", 0),
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_entry.get("stop_loss", 0),
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_entry.get("price", 0),
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json.dumps({
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"action": _entry.get("action",""),
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"take_profit": _entry.get("take_profit", 0),
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"stop_loss": _entry.get("stop_loss", 0),
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"tech_snapshot": _entry.get("tech_snapshot", ""),
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"rr": _entry.get("rr_ratio", 0),
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"reassessed_at": datetime.now().strftime("%Y-%m-%d")
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}, ensure_ascii=False),
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_code
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))
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_db2.commit()
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_db2.close()
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if any(e.get("is_watchlist") for e in [decisions_map.get(c) for c in codes] if e):
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print("[SYNC] 自选股策略已同步回 watchlist_stocks 表")
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except Exception as e:
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print(f"[SYNC FAIL] watchlist_stocks 同步失败: {e}", file=sys.stderr)
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print(f"[DONE] {ok}成功 {skipped}跳过 {errors}失败")
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if __name__ == "__main__":
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main()
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